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Morgan Stanley CRD 149777
$1.96T regulatory AUM 416,984 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-29 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 12/2021 | Present |
| Ponce Bank | Jackson Heights | NY | 07/2020 | 11/2021 |
| Queens College Cuny | Flushing | NY | 01/2017 | 06/2021 |
| U.S Census Bureau | New York | NY | 07/2020 | 09/2020 |
| Leaguer Of Women Voters Nyc | New York City | NY | 07/2019 | 08/2019 |
| Statue Cruises | Bowling Green | NY | 05/2018 | 08/2018 |
| Central Queens Y | Queens | NY | 06/2015 | 10/2017 |
| Ny Law School | New York | NY | 07/2017 | 08/2017 |
*679589 - AASHA Home Care; Investment related: Yes; jamaica, New York; Hospital/Healthcare; Personal Care Assistant(proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 80; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-21 |
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